MJP ASSOCIATES INC /ADV: SUSA position timeline

MJP ASSOCIATES INC /ADV held 1,694 SUSA shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 1,694 shares

   Change vs previous 13F +3 shares

   0.03% of the 13F portfolio, value $261,331.

   13F-HR 0001765380-26-000331 filed by MJP ASSOCIATES INC /ADV
   Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 1,691 shares

   Change vs previous 13F +3 shares

   0.03% of the 13F portfolio, value $223,425.

   13F-HR 0001765380-26-000155 filed by MJP ASSOCIATES INC /ADV
   Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 1,688 shares

   Change vs previous 13F +3 shares

   0.03% of the 13F portfolio, value $235,261.

   13F-HR 0001765380-26-000068 filed by MJP ASSOCIATES INC /ADV
   Filed 2026-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 1,685 shares

   Change vs previous 13F +3 shares

   0.03% of the 13F portfolio, value $228,597.

   13F-HR 0001765380-25-000449 filed by MJP ASSOCIATES INC /ADV
   Filed 2025-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 1,682 shares

   Change vs previous 13F -556 shares

   0.03% of the 13F portfolio, value $213,210.

   13F-HR 0001765380-25-000318 filed by MJP ASSOCIATES INC /ADV
   Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 2,238 shares

   Change vs previous 13F -523 shares

   0.05% of the 13F portfolio, value $257,075.

   13F-HR 0001765380-25-000155 filed by MJP ASSOCIATES INC /ADV
   Filed 2025-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 2,761 shares

   Change vs previous 13F -278 shares

   0.06% of the 13F portfolio, value $335,693.

   13F-HR 0001765380-25-000110 filed by MJP ASSOCIATES INC /ADV
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 3,039 shares

   Change vs previous 13F not available

   0.07% of the 13F portfolio, value $365,855.

   13F-HR 0001765380-24-000434 filed by MJP ASSOCIATES INC /ADV
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).